![]() ![]() On Tuesday, Microsoft CEO Satya Nadella, at a hastily arranged media event with OpenAI, trumpeted the innovation Microsoft has been spearheading in search, which he called "the largest software category on planet earth." "Bard makes sense in that context - if people transition seamlessly from 'Google it' to 'Bard it,' Google will have successfully defended its position." If 'Google it' becomes 'ChatGPT it,' Google's ad revenue will disappear, and the company will implode," Johnson said. "For Google, AI is an existential survival issue. Johna Till JohnsonFounder and analyst, Nemertes If 'Google it' becomes 'ChatGPT it,' Google's ad revenue will disappear, and the company will implode. Google's model threatenedīut Google is still committed to generating revenues by selling user clicks in search to advertisers, noted Johna Till Johnson, founder and analyst at Nemertes.įor Google, AI is an existential survival issue. ChatGPT is limited, so far, in that it can only pull information available before September 2021. Meanwhile, Google is positioning Bard as a more thoughtful and accurate interactive search engine not hampered by the accuracy and timeliness problems ChatGPT has encountered since OpenAI released it in November. They are followed by a host of others, including Yahoo with about 2.6% Baidu, DuckDuckGo and others hold 1.5% or less. Google holds about 84% of the global search market, while Bing has 9%, according to Statista. The Microsoft-OpenAI alliance is seen as a potentially deadly threat to Google's longtime ownership of most of the consumer search market by supplanting Google's query model with the search-and-produce power of ChatGPT. It has become so popular that the free beta version had recently become unavailable much of the day, though OpenAI is readying a paid version expected to be available even during peak usage periods. In response to text prompts, ChatGPT can write software code and academic essays, produce poetry and literary nonfiction, and research complex topics. Microsoft's quick move to infuse its own products with ChatGPT and Google's swift response with Bard, a lightweight front end to its LaMDA (Language Model for Dialogue Applications) conversational chatbot, follows Microsoft's $10 billion investment in OpenAI in January. "Public-facing leaps and advances in these capabilities that anybody can use from OpenAI have really set the tone and conversation and allowed Microsoft to capitalize on this to become seen as a leader in the space through its association," said William McKeon-White, a Forrester Research analyst. ![]() ![]() The race for supremacy in the search area pits upstart OpenAI, the Microsoft-supported AI lab that created the ChatGPT generative AI model, against Google's search-by-relevance paradigm and its new generative AI product. ![]()
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